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![KeithTradeSmith Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1583453781747965953.png) Keith Kaplan [@KeithTradeSmith](/creator/twitter/KeithTradeSmith) on x 1260 followers
Created: 2025-07-18 11:34:00 UTC

BULLISH SENTIMENT:  Consumer Discretionary $XLY is outperforming Consumer Staples $XLP in the aftermath of the "Big Beautiful Bill" becoming law. 

Wall Street continues to unwind the defensive positions they built up earlier this year as they rotate into more aggressive profit-generating positions.

The tide is rising - great chart from @swadehansen.

![](https://pbs.twimg.com/media/GwE3ZK3XMAALtVf.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946171592888778852/c:line.svg)

**Related Topics**
[tide](/topic/tide)
[positions](/topic/positions)
[wall street](/topic/wall-street)
[$xlp](/topic/$xlp)
[staples](/topic/staples)
[$xly](/topic/$xly)
[Sentiment](/topic/sentiment)

[Post Link](https://x.com/KeithTradeSmith/status/1946171592888778852)